Asset Specialist in New York

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Advisor Experience team is a new engineering team within Addepar’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the Addepar platform. Initially this role will focus on our new Secure Message Center — a compliant messaging experience built into Addepar’s client portal — but the scope extends well beyond messaging. We’re building the connective tissue between advisors and the investors they serve, creating workflows that make every interaction more informed, more personal, and more seamless. As the Engineering Manager for this team, you’ll lead a small, growing group of engineers and shape both the technical direction and team culture from the early stages. You’ll partner closely with product management and design to translate an ambitious product vision into shipped software. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You'll Do Lead, mentor, and grow a team of full-stack en

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU The Solutions Engineering Team at Box includes solutions engineers, value engineering, platform solution engineering, enterprise architects, and demo engineering. As a Solutions Engineer, you are empowered to sell to business and IT leaders in every space and vertical, and take ownership in crafting customer-centric solutions. You will work alongside the account team to define and expand revenue opportunities, and ensure the solution is ready for cross company deployments. Y ou also act as a critical liaison between Sales and Product ; sharing customer feedback with the Product Management, Operations and Engineering functions at Box. Do you want to tinker, whiteboard, brainstorm and figure out how things work? Our highest perfo

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

The Senior Manager, Sponsorship Sales will own the strategy, sales, and execution of the sponsorship program for DASH, Datadog’s flagship annual conference, while also supporting sponsorship strategy and sales for global Datadog Summits. You will manage the full sponsorship sales cycle, from developing packages and prospecting through negotiation, closing, renewal, and partner experience. This role carries a sponsorship revenue target and partners closely with Events, Partner Marketing, Community, Sales, Finance, and leadership to build a scalable sponsorship program. You will have the opportunity to shape how Datadog packages, positions, and grows sponsorship offerings across its global conference portfolio. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Build and manage the sponsorship revenue plan, pipeline, and forecast for DASH, reporting progress against targets to Events and Marketing leadership while supporting sponsorship strategy and sales for global Datadog Summits. Develop and evolve tiered sponsorship packages across branding, speaking opportunities, booth space, digital assets, lead generation, and other offerings based on sponsor needs and event capacity. Manage the full consultative sales cycle, including prospecting, qualification, pitching, negotiation, closing, renewals, and expansion with new and existing sponsors, while maintaining accurate CRM and sales activity reporting. Serve as the primary commercial relationship owner for sponsors from contract through onsite delivery, orchestrating the end-to-end partner journey while Event Marketing and agency partners manage fulfillment. Collaborate with Events, Marketing, Sales, Partner Marketing, Community, and Finance on event inventory and logistics, sponsorship positioning, account str

ABOUT PROPRIETARY RESEARCH On our proprietary research team—Market Intelligence— you will uncover insights about markets and the broader economy through deep compliant fundamental research and applying data science and engineering techniques to alternative data sets. In partnership with our investment professionals and Compliance team, our team of analysts, data scientists and engineers work together to produce compliant research and build tools that inform our firm’s investments. We look for other bright, motivated, and collaborative people to join our team and grow with us—a majority of the leaders in our group were promoted from within. WHAT YOU’LL DO As a Macro Analyst, Market Intelligence covering the US, you will work with alternative data to gather macroeconomic context and identify insights relevant to rates and FX markets. You will then partner with our team of data scientists and engineers to develop analyses that you deliver as synthesized insights to our investment professionals to help aid in their research processes. The work is ever evolving, affording opportunities to tackle new challenges alongside research teammates from diverse backgrounds. Specifically, you will: Analyze and interpret alternative data from multiple sources and develop subject-matter expertise on the key themes and KPIs that drive the markets within your assigned coverage Produce research for internal consumption by our investment professionals across a variety of channels, including written reports, verbal communication, data feeds, and visualizations Interact directly with our investment professionals to learn the macro investment process from them and help drive more informed investment decisions Collaborate with our proprietary research teams including Data Sourcing, Data Science, and Data Engineering, as well as Compliance, to source, evaluate, and draw value from new and existing data assets to produce actionable research for investment professionals WHAT’S REQUIRED &nb

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU: We are seeking a tenacious, self-motivated Scaled Customer Success Manager who isn't just looking to manage relationships, you want to revolutionize how we support them. We need a builder with true grit who is obsessed with efficiency, automation, and the potential of AI to drive customer value at a massive scale. Our Scaled team operates at the intersection of human empathy and digital efficiency. We need someone who thrives in ambiguity and refuses to settle for "how it's always been done." You are innovative, agile, and eager to experiment with new technologies to "Blow our Customer’s Minds." If you are a self-starter who looks at a repetitive manual process and immediately thinks, "How can I automate this?", you belong here. WHAT YOU'

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU As a SMB Sales Director, you will lead a team of Account Executives that focus on closing pivotal deals in accounts experiencing high growth. You will join a team of highly motivated sales professionals that take pride in landing new customers, running strategic sales cycles and delivering the Box message to a wide base of accounts across various industries. WHAT YOU'LL DO Hire, train, and manage a team of SMB Account Executives Develop Account Executives for career growth within the Box Sales organization Support team in customer on-sites, calls, and meetings Report on sales metrics and forecast to Senior Sales Management Motivate team to exceed objectives through coaching and mentorship Utilize Salesforce to manage sa

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. The IT team helps keep Affirm’s people productive, connected, and secure by supporting the technology employees rely on every day. We manage and support end-user devices, enterprise applications, office technology, and IT infrastructure while maintaining a strong focus on security, compliance, and a seamless employee experience. Our team works across a broad range of technologies and partners closely with employees throughout the company to troubleshoot issues, improve processes, and build reliable, scalable solutions as Affirm grows. We’re seeking a flexible IT Support Administrator to help manage and support Affirm’s New York City office and technology infrastructure. Our ideal candidate excels in troubleshooting and problem-solving, with respect for compliance, and documentation. As a Support Administrator of a rapidly growing company, you will be the backbone of IT, with efficiency, security, and customer satisfaction being your primary objectives. What You'll Do: Locally support and troubleshoot users within our NYC office Remotely support and troubleshoot our end user’s problems Educate on and enforce our IT compliance and policy obligations Maintain our Zoom Rooms and AV hardware within conference rooms Monitor for security threats and malware, staying ahead of the curve to protect our users Occasionally maintain the in-office, local network infrastructure Maintain enterprise systems and company IT assets such as servers and desktops What We Look For: Experience with macOS administration and support Ability to improvise and find immediate solutions Experience managing formal ticketing systems Experience administering SaaS technologies Flexibility to work with all types of technology macOS, Windows, Printers, Network devices, etc. Experience with machine and account prov

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We are seeking a Senior Product Security Engineer to serve as a technical leader and strategic contributor within our Product Security team. This role goes beyond execution — you will drive the evolution of CLEAR’s application security posture by influencing architecture, shaping security engineering processes, and mentoring team members in security and engineering. You’ll lead security initiatives across the organization and help embed security into every stage of our software development lifecycle. What you'll do: Drive security strategy and implementation across all CLEAR products and engineering teams, ensuring consistent protection of customer and business-critical assets. Partner with engineering leadership to align application security initiatives with company-wide technology and product roadmaps, balancing innovation with risk mitigation. Provide technical leadership across CLEAR’s application security initiatives, guiding architecture, design, and development to meet high security standards. Serve as a trusted advisor to cross-functional teams — including Engineering, DevOps, Product, GRC, and IT — enabling secure-by-design practices across the organization. Design and drive implementation of scalable automated security controls and testing frameworks integrated into CLEAR’s CI/CD pipelines. Lead complex threat modeling, architecture reviews, and risk assessments across high-value systems and platforms, driving meaningful security outcomes. Engage with CLEAR's customers to provide insight and support their fraud and ident

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU Box is transforming how the world works together. Our Enterprise Sales team is expanding, and we’re hiring a high-impact Enterprise Account Executive to drive net-new logo acquisition across the Insurance vertical. This is a hunter role owning a white-space territory—prospecting into large, complex enterprises, building executive relationships, and closing multi-stakeholder, enterprise-wide deals. You’ll shape repeatable Insurance industry go-to-market motions while partnering cross-functionally to help customers securely manage, govern, and collaborate on their most critical content. If you thrive on opening doors, navigating ambiguity, and creating measurable business outcomes, this role offers visibility, growth, and the chance t

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU We need strong sellers to help new customers realize their digital transformation goals while evolving how our current customer base leverages Box. By joining the Box Enterprise Sales team you will have an opportunity to work alongside our most senior sales leaders and our largest customer base. WHAT YOU'LL DO Source and close net new logos within a given territory in the Enterprise segment Research and understand your customers and prospects to gain insight into their business challenges and Box value proposition Influence and drive the sales process while managing through multi-layer stakeholders in Enterprise organizations Exercise judgment in selecting methodologies, techniques and ev

Datadog is looking for a driven, entrepreneurial Customer Marketing Manager to join our Corporate Marketing team — a group of talented professionals responsible for sourcing, creating, and amplifying stories of customers who are achieving meaningful technology and business outcomes with Datadog. This role is designed for marketers who thrive in dynamic environments, are passionate about building genuine customer relationships, and know how to turn great stories into compelling, data-driven programs. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You'll Do: Source and track opportunities to promote customer wins by working with cross-functional partners across product marketing, partner marketing, sales, customer success, marketing operations, demand generation, and more Track and report on program performance, including participation rates, customer reception, content output, and influenced pipeline and closed deals Build a portfolio of customer advocates through online and in-person engagements to source strong stories and promotional opportunities Interview customers and product leaders — in-person and on camera — to produce customer marketing assets, like case studies, video testimonials, promotional quotes, and slides Design, deliver, and continuously optimize programs and incentive strategies that attract customers to participate in advocacy activities Lead programs that drive high-quality customer reviews to peer review sites such as Gartner Peer Insights, G2, and TrustRadius Influence how the broader team operates by modeling best practices, championing process improvements, and driving adoption of AI tools and cross-team efficiencies Who You Are: You have 4+ years of experience in customer marketing and/or advocacy for a B2B technology company